Civic Intelligence

Oconomowoc Public Education Foundation

EIN 20-8858261 • 501(c)3 • Oconomowoc, WI

Profile

To raise and provide funds for innovative educational opportunities and experiences not funded in the core school district budget.

PO Box 444Oconomowoc, WI 53066

www.opef.info

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.02x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-1275%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

44th percentile

-5.4%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-90%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$179,135

Down $10,323 (-5.4%) from 2022

Liabilities

Flat

$45

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

$1,990

Down $17,515 (-90%) from 2022

Expenses

Down

$27,367

Down $6,055 (-18%) from 2022

Net Income

Down

-$25,377

Down $11,460 (-82%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $319,959Liabilities 2011: $90,265Net Assets 2011: $229,6942011Assets 2012: $347,577Liabilities 2012: $87,870Net Assets 2012: $259,7072012Assets 2013: $270,690Liabilities 2013: $46,125Net Assets 2013: $224,5652013Assets 2014: $294,761Liabilities 2014: $77,857Net Assets 2014: $216,9042014Assets 2015: $242,141Liabilities 2015: $33,761Net Assets 2015: $208,3802015Assets 2016: $259,844Liabilities 2016: $31,744Net Assets 2016: $228,1002016Assets 2017: $248,994Liabilities 2017: $32,4052017Assets 2018: $229,022Liabilities 2018: $27,042Net Assets 2018: $201,9802018Assets 2019: $244,099Liabilities 2019: $32,976Net Assets 2019: $211,1232019Assets 2020: $221,512Liabilities 2020: $0Net Assets 2020: $221,5122020Assets 2021: $226,949Liabilities 2021: $0Net Assets 2021: $226,9492021Assets 2022: $189,458Liabilities 2022: $45Net Assets 2022: $189,4132022Assets 2023: $179,135Liabilities 2023: $452023

Highlighted filing

2023

Assets$179,135
Liabilities$45
Net Assets-

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $197,476Expenses 2011: $154,389Net Income 2011: $43,0872011Expenses 2012: $215,4632012Revenue 2013: $213,757Expenses 2013: $248,899Net Income 2013: -$35,1422013Revenue 2014: $140,263Expenses 2014: $147,924Net Income 2014: -$7,6612014Revenue 2015: $58,912Expenses 2015: $67,436Net Income 2015: -$8,5242015Revenue 2016: $85,358Expenses 2016: $65,638Net Income 2016: $19,7202016Revenue 2017: $62,380Expenses 2017: $73,891Net Income 2017: -$11,5112017Revenue 2018: $69,547Expenses 2018: $84,156Net Income 2018: -$14,6092018Revenue 2019: $52,248Expenses 2019: $52,960Net Income 2019: -$7122019Revenue 2020: $1,978Expenses 2020: $12,347Net Income 2020: -$10,3692020Revenue 2021: $6,641Expenses 2021: $25,420Net Income 2021: -$18,7792021Revenue 2022: $19,505Expenses 2022: $33,422Net Income 2022: -$13,9172022Revenue 2023: $1,990Expenses 2023: $27,367Net Income 2023: -$25,3772023

Highlighted filing

2023

Revenue$1,990
Expenses$27,367
Net Income-$25,377

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.79$0.00$0.02$0.27$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.20$0.33$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$0.07$0.25$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.02$0.12$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.44$0.33$2.11$0.52$0.53$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.27$2.02$0.70$0.84$0.15
2017Summary only. Only limited summary data is available for this year.$2.49$0.32$0.62$0.74$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.32$2.28$0.85$0.66$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.42$0.34$2.08$0.59$0.67$0.09
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.78$2.17$1.40$1.48$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.71$0.46$2.25$2.14$2.49$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.88$2.60$2.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$0.90$2.30$1.97$1.54$0.43
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 3, 2023
Return Version
2022v5.0
Gross Receipts
$25,058
Mission and Program Overview

Mission

To raise and provide funds for innovative educational opportunities and experiences not funded in the core school district budget.

Program Services

DescriptionGrantsExpenses
PROJECTS THAT POSTIVELY IMPACTED STUDENTS AND THE COMMUNITY BY ENCOURAGING LEADERSHIP, FOSTERING EXCELLENCE AND NURTURING A SENSE OF BELONGING THROUGH OUR PUBLIC SCHOOLS$18,017$20,642
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACKIE NUCKELSPresident-$0--
BARB WOODRUFFTreasurer-$0--
CHRIS SKUMATZSecretary-$0--
SCOTT DRUMMONDDirector-$0--
KELSEY PEARSONDirector-$0--
JACQUE ENGLISHDirector-$0--
KRISTIN SCHREINDLDirector-$0--
JENNIFER LEINENDirector-$0--
KATIE SLIPPERDirector-$0--
BRANDON LITTLETONDirector-$0--
VICTORIA VOELZDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oconomowoc Public Education Foundation
EIN
20-8858261
Phone
2625676540
Address
PO BOX 444, OCONOMOWOC, WI 53066

Signing Officer

Name
Jackie Nuckels
Title
President
Phone
2625676540
Signed
2023-08-03
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
1040 OCONOMOWOC PARKWAY, OCONOMOWOC, WI 53066
Preparer
Michael Schroeder
Phone
2625676540
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 137.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: tax refund. Amount: 21.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational. Grantee name: oconomowoc area school district. Grantee address: w360 n7077 brown street oconomowoc, wi 53066. Grantee relationship: none. Date of gift: 11/28/22. Amount given: 14,162.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational. Grantee name: oasis project. Grantee address: po box 27 wales, wi 53183. Grantee relationship: none. Date of gift: 02/27/22. Amount given: 7,000. Total included on form 990-ez, line 10: 21,162.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: marketing expenses. Amount: 78. Description: insurance. Amount: 677. Description: supplies. Amount: 1,948. Description: business expenses- software. Amount: 508. Description: merchant fees. Amount: 809. Description: other expenses. Amount: 3,369. Total to form 990-ez, line 16: 7,389.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: endowment - unrealized gain/loss. Amount: -23,619.

Form 990-ez, Part II, Line 24 - Other Assets

Description: beneficial interest in endowment. Beg. Of year amount: 161,880. End of year amount: 137,451.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: credit cards. Beg. Of year amount: 0. End of year amount: 45.

Raw XML Appendix232 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OCONOMOWOC
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACKIE NUCKELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARB WOODRUFF
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELSEY PEARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JACQUE ENGLISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KRISTIN SCHREINDL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENNIFER LEINEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATIE SLIPPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRANDON LITTLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10VICTORIA VOELZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0137451
IRS990EZ/OtherChangesInNetAssetsAmt0-23619
IRS990EZ/OtherExpensesTotalAmt07389
IRS990EZ/OtherRevenueTotalAmt021
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE AND PROVIDE FUNDS FOR INNOVATIVE EDUCATIONAL OPPORTUNITIES AND EXPERIENCES NOT FUNDED IN THE CORE SCHOOL DISTRICT BUDGET.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROJECTS THAT POSTIVELY IMPACTED STUDENTS AND THE COMMUNITY BY ENCOURAGING LEADERSHIP, FOSTERING EXCELLENCE AND NURTURING A SENSE OF BELONGING THROUGH OUR PUBLIC SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018017
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt020642
IRS990EZ/TotalRevenueAmt019505
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OPEF.INFO
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04163
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt048087
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalSupportAmt0108064
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 137.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TAX REFUND. AMOUNT: 21.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: OCONOMOWOC AREA SCHOOL DISTRICT. GRANTEE ADDRESS: W360 N7077 BROWN STREET OCONOMOWOC, WI 53066. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 11/28/22. AMOUNT GIVEN: 14,162.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: OASIS PROJECT. GRANTEE ADDRESS: PO BOX 27 WALES, WI 53183. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 02/27/22. AMOUNT GIVEN: 7,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 21,162.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: MARKETING EXPENSES. AMOUNT: 78. DESCRIPTION: INSURANCE. AMOUNT: 677. DESCRIPTION: SUPPLIES. AMOUNT: 1,948. DESCRIPTION: BUSINESS EXPENSES- SOFTWARE. AMOUNT: 508. DESCRIPTION: MERCHANT FEES. AMOUNT: 809. DESCRIPTION: OTHER EXPENSES. AMOUNT: 3,369. TOTAL TO FORM 990-EZ, LINE 16: 7,389.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ENDOWMENT - UNREALIZED GAIN/LOSS. AMOUNT: -23,619.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: BENEFICIAL INTEREST IN ENDOWMENT. BEG. OF YEAR AMOUNT: 161,880. END OF YEAR AMOUNT: 137,451.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: CREDIT CARDS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 45.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/TaxPeriodEndDt02022-12-31
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